🖥️Configuring Stages

How to configure your sales pipeline stages to automatically add new leads

Your first step when creating a pipeline will be to go to your account to the Sales - Pipeline area on the lefthand menu. Once there, you will see a green + button on the top right. Click on that and add the name of your pipeline.

Once that is done, click on the green + button again to add your first stage. When you do, the below will pop up.

Stage Title: This is the name of the stage that will be seen by your sales team, so make sure it aligns with the users that will be added to your stage.

Stage Color: This can always be edited later, but if you want to color coordinate your stages, this is where you can set that up using color hex codes.

Stage Type: This will indicate how the stage is going to function. Here's what each of these options represents.

• Manual Stage: This will be a stage where every lead has to be added manually.

• Static List: This will be a one-time set up where you set the parameters for the stage, it adds your leads, and then will not update moving forward.

• Dynamic List: This will be an ongoing set up where you set the parameters for the stage, it adds your leads, and then continues to add new leads based on your parameters as they are added to the system.

For Static and Dynamic lists, you will have to set up filters to capture the leads you want to have added. Here is what that will look like.

Be sure to calculate as you go to make sure the size of the audience looks correct before you hit 'Save' to turn on the stage and have the leads start being added. More on the filter options you will see can be found here.

As you set up additional stages, make sure that your leads will flow from one stage to the next by avoiding overlapping filters.